White Pine Capital’s Atlantic Union Bankshares AUB Stock Holding History

White Pine Capital’s Portfolio AUB Stock Details AUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19,554	Closed	-$609K	–	222
2025 Q1	$609K	Sell	19,554 -13,129	-40%	-$466K	0.21%	121
2024 Q4	$1.24M	Sell	32,683 -137	-0.4%	-$5.43K	0.42%	72
2024 Q3	$1.24M	Buy	32,820 +13,776	+72%	+$518K	0.42%	71
2024 Q2	$626K	Sell	19,044 -4,600	-19%	-$150K	0.24%	114
2024 Q1	$751K	Buy	23,644 +872	+4%	+$30K	0.29%	102
2023 Q4	$832K	Sell	22,772 -8,846	-28%	-$278K	0.32%	95
2023 Q3	$910K	Buy	+31,618	New	+$940K	0.37%	91
2023 Q1	–	Sell	-57,569	Closed	-$2.02M	–	203
2022 Q4	$2.02M	Sell	57,569 -250	-0.4%	-$8.54K	0.79%	37
2022 Q3	$1.76M	Buy	57,819 +11,343	+24%	+$382K	0.73%	40
2022 Q2	$1.58M	Buy	46,476 +59	+0.1%	+$2.04K	0.62%	48
2022 Q1	$1.7M	Buy	46,417 +18	+0%	+$719	0.53%	64
2021 Q4	$1.73M	Buy	46,399 +5,848	+14%	+$213K	0.51%	60
2021 Q3	$1.49M	Buy	40,551 +192	+0.5%	+$6.91K	0.46%	74
2021 Q2	$1.43M	Sell	40,359 -981	-2%	-$38.5K	0.43%	81
2021 Q1	$1.59M	Buy	41,340 +16,571	+67%	+$611K	0.5%	70
2020 Q4	$816K	Buy	+24,769	New	+$711K	0.29%	110

Other funds holding AUB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

White Pine Capital's AUB Position: Q2 2025 in Review

White Pine Capital sold out of Atlantic Union Bankshares (AUB) in Q2 2025, closing a stake of 19,554 shares — an estimated $609K sold.

White Pine Capital first reported a position in AUB in Q4 2020 and held it in 16 quarters. The position peaked at $2.02M in Q4 2022. 384 funds tracked by Wall St. Rank hold AUB as of Q2 2025.

White Pine Capital reported no remaining Atlantic Union Bankshares position as of Q2 2025 after selling out during the quarter.
White Pine Capital sold 19,554 Atlantic Union Bankshares shares in Q2 2025, an estimated $609K.
White Pine Capital first reported a position in Atlantic Union Bankshares in Q4 2020 and held it in 16 quarters.
White Pine Capital's Atlantic Union Bankshares position peaked at $2.02M in Q4 2022.
384 funds tracked by Wall St. Rank held Atlantic Union Bankshares as of Q2 2025.

Based on White Pine Capital's 13F filing for Q2 2025, filed 12 Aug 2025.